For finance
For clients
Law firm financial management software that powers strategic excellence
evergreen and empower are purpose-built solutions that help growing, mid-sized, and large law firms improve finance team efficiency, strengthen operational visibility, and drive profitability. By connecting billing, accounting, compliance, and reporting in one platform, they reduce manual effort, sharpen forecasting accuracy, and give finance leaders the real-time insight they need to act with confidence.
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Why are billing coordinators like Will constantly firefighting?
Will manages billing at a growing law firm, where client queries, prebill reviews, write-downs, and compliance demands collide daily. Legal finance teams often operate across disconnected systems, limiting visibility and slowing decision-making.
Richard, the VP of Finance, depends on timely finance insights into WIP, collections, and profitability. Instead, he receives manually consolidated reports and delayed updates. Without integrated finance planning and analytics, both operations and leadership remain reactive.
Disconnected finance systems serve as a common source of reporting inconsistencies, visibility gaps, and operational inefficiencies across law firms.
The legal finance challenges Will faces every day
Billing disputes without clarity
Client queries and invoice disputes consume hours. Without centralized visibility, billing teams struggle to explain charges confidently, delaying collections and impacting cash flow.
Manual processes that slow everything down
Time entries, prebills, approvals, and reconciliations move across disconnected systems. Legal finance teams spend more time correcting errors than improving performance.
Compliance pressure at every turn
Tax rules, audit requirements, and client billing mandates evolve constantly. Without structured finance planning and analytics, staying compliant becomes reactive and risky.
Systems not built for modern law firms
Outdated tools lack integration across practice management, accounting, and reporting. Finance insights are delayed, fragmented, or manually consolidated; one of several key accounting and finance challenges law firms face.
Data overload, limited visibility
Billing data exists everywhere, but actionable insight is scarce. Without modern finance analytics tools, leadership lacks a clear view of profitability, WIP, and collections — contributing directly to payment delays and month-end close burnout.
sa.global x Briefing Live · CFO Research Program 2026
Revenue leakage in UK law firms: what the data shows
Independent research with 30 UK law firm CFOs, tracking where billable value is lost across onboarding, matter management, invoicing, and collection.
of CFOs rated their firm’s onboarding as very strong
of billable value estimated lost before a matter record opens
of CFOs have no reliable way to connect write-offs back to their origin
How evergreen and empower modernize legal finance
evergreen and empower, which are true cloud solutions within sa.global’s Microsoft Industry Cloud for Law Firms offering, equip legal finance teams with intelligent automation, real-time visibility, and connected data across billing, accounting, and reporting. By integrating workflows and leveraging advanced finance analytics tools, they deliver deeper finance insights and strengthen finance planning and analytics across the firm.
Together, they transform legal finance from reactive reporting to proactive leadership; this enables Will and Richard to drive accuracy, control, and profitable growth.
Decide with clarity
evergreen consolidates billing, accounting, and reporting data across entities and jurisdictions, giving legal finance teams a single source of truth and improving decision-making accuracy.
Bill with precision
evergreen automates revenue recognition, prebill workflows, and invoicing, reducing write-downs, disputes, and manual intervention.
See cash flow clearly
empower leverages advanced finance analytics tools to forecast collections based on real payment behavior, delivering timely finance insights to leadership.
Simplify compliance
evergreen tracks regulatory requirements, audit trails, and intercompany transactions, supporting structured finance planning and analytics without spreadsheets or guesswork.
Scale with confidence
evergreen and empower support multi-entity and multi-currency operations, ensuring legal finance remains agile, compliant, and growth-ready.
Outcome: Together, evergreen and empower transform legal finance from reactive billing and reporting to proactive leadership, delivering real-time finance insights, strengthening finance planning and analytics, and driving sustainable growth across the firm.
Explore how our legal finance solution addresses your firm’s specific challenges
Ready to see how technology addresses your biggest pain points? Explore how evergreen and empower deliver integrated finance analytics tools and real-time finance insights across every area of legal finance.
Global accounting
Multi-entity consolidation, intercompany accounting, statutory compliance, and structured finance planning and analytics for complex law firm operations.
Gain more insights into multi-entity accounting →
Accounts Payable
Automated invoice processing, vendor onboarding, approval workflows, and global compliance controls to improve accuracy and visibility.
Explore AP automation in detail →
Billing
Prebills, revenue recognition, flexible fee arrangements, and automated invoicing designed for modern legal finance teams.
Explore capabilities of our legal billing solutions →
Financial reporting
Real-time dashboards, profitability tracking, and advanced finance analytics tools that deliver actionable finance insights across the firm.
Learn more about gaining real-time financial insights →
Client accounting and credit control
Client money management, AR management, collections workflows, and cash visibility to strengthen legal finance performance.
Discover more features around client accounting and credit control solutions →
Key features of legal financial management software
evergreen and empower bring together the core capabilities that legal finance teams need to operate with precision and confidence. From automated billing workflows and real-time dashboards to multi-entity accounting and client money management, the platform is purpose-built for the complexity of modern law firm finance.
Automated billing and invoicing
Streamline the entire billing lifecycle, from time capture and prebill review to invoice generation and e-billing submissions, reducing delays and disputes. This serves as a modern approach to automated, accurate, and compliant legal billing.
Real-time financial dashboards
Give finance leaders instant visibility into WIP, realization rates, AR aging, cash flow, and profitability through connected, role-based dashboards. This helps firms move away from spreadsheets to impactful legal dashboards.
Multi-entity and multi-currency accounting
Support complex global firm structures with consolidated reporting, intercompany transactions, local statutory compliance, and spend management across jurisdictions. Use custom legal billing software designed for multi-entity operations
Financial planning and forecasting tools
Replace static spreadsheets with predictive cash flow modeling, budget management, and scenario-based forecasting to support more informed decisions. Support adept financial planning to drive cash flow and profitability.
Trust account and client money management
Ensure full SRA compliance with automated client money reconciliation, funds tracking, and audit-ready reporting built directly into the platform.
AI-driven accounts payable automation
Accelerate invoice processing, vendor onboarding, and approval workflows with AI-assisted scanning, reducing manual effort and improving billing accuracy. Rely on automation to power AP operations.
Powering the entire legal finance team
Legal finance teams gain the clarity, automation, and control they need to stay ahead. Real-time visibility replaces disconnected billing and accounting systems, automation reduces manual reconciliations, and compliance is embedded, not layered on. With one connected platform, the team spends less time correcting errors and more time driving firm performance.
Legal finance leaders also require visibility into key financial metrics such as WIP, realization, lockup, AR aging, profitability, cash flow, and client fund balances. Understanding how law firm KPIs differ from traditional performance metrics, the link between financial planning and cash flow, and why firms are moving to legal dashboards can help finance leaders make faster, more informed decisions.
Regulatory and tax compliance
Being SRA and GDPR compliant while ensuring adherence to complex tax requirements across jurisdictions.
Work-in-progress and client money management
Proactively tracking and managing WIP as well as precision handling of client accounts and client funds.
Automated reconciliation
Streamlining bank reconciliation processes.
Strategic financial planning and budgeting
Sophisticated budgeting and forecasting capabilities and support for delivery of statutory financial reports including SAR reporting.
Audit-ready operations
Supporting segregation of duties and compliance with financial sign-off policies.
What Richard, the VP of Finance, will want to know
How will this improve cash flow visibility?
Legal finance forecasting is powered by real-time data, predictive modeling, and payment behavior, not static AR schedules. evergreen and empower provide actionable finance insights that support stronger liquidity planning and fewer surprises.
Can it scale across offices and entities?
Yes. evergreen and empower support multi-entity, multi-currency legal finance operations with standardized controls, consolidated reporting, and localization across jurisdictions, without custom code.
Will it reduce compliance risk?
Absolutely. Embedded controls, audit trails, and automated reconciliations strengthen governance and support structured finance planning and analytics across billing, reporting, and client money management.
How quickly will we see value?
From day one, legal finance teams gain improved visibility and reduced manual effort. Within the first quarter, finance analytics tools deliver deeper finance insights that support smarter planning and measurable performance improvement.
Ready to transform Will and Richard’s story?
Stop losing time and money to outdated law firm finance systems
Compare how a unified Microsoft-powered platform modernizes legal finance by improving forecasting accuracy, strengthening compliance, and increasing profitability compared to legacy ERP systems built for general business use.
| Capability | evergreen + empower | Traditional law firm finance systemss |
|---|---|---|
| Legal-specific architecture | Purpose-built legal finance platform fully integrated with Microsoft technology | Generic financial systems retrofitted for legal use with bolt-on legal modules |
| True cloud foundation | Cloud-native design on Dynamics 365 and Azure with secure, scalable data control | Legacy systems with limited cloud adaptations and integration constraints |
| End-to-end legal lifecycle | Seamless transition from CRM to matter management to accounting in one connected ecosystem | Siloed systems requiring manual transfers between business development, matter, and finance tools |
| Global compliance and control | Multi-entity, multi-currency support with localized tax, e-invoicing, and regulatory compliance | Inconsistent international capabilities and manual compliance tracking |
| Advanced finance planning and analytics | Integrated forecasting, intercompany automation, and predictive modeling built into the platform | Basic reporting requiring spreadsheets and manual workarounds |
| Embedded finance insights and AI | Real-time dashboards and AI-driven finance insights for cash flow and payment behavior | Static reporting with limited or no AI capabilities |
Financial management software for growing, mid-sized, and large law firms
Financial management for law firms is not one-size-fits-all. The right legal financial management software needs to reflect where your firm is today and where it is headed, whether you are a growing practice building out your finance function, a mid-sized firm managing increasing billing complexity, or a large firm coordinating operations across multiple offices and jurisdictions
Growing law firms
Growing firms often struggle with manual billing processes, disconnected accounting software, and limited visibility into cash flow and WIP. evergreen replaces fragmented tools with a single, cloud-native platform that automates billing and accounting, simplifies compliance, and gives finance leaders accurate, real-time data without the overhead of a large finance team.
Mid-sized law firms
As firms scale, finance complexity grows with them. Mid-sized firms face challenges around multi-team billing coordination, month-end close inefficiencies, and the pressure to deliver faster management reporting. evergreen and empower address these with automated reconciliation, pre-built financial dashboards, and connected visibility across practice groups.
Large law firms
Large firms require a platform that can handle multi-entity consolidation, multi-currency transactions, intercompany billing, and local statutory compliance simultaneously. evergreen and empower are built for this scale, providing a single source of truth across all offices and jurisdictions, with the governance and audit-readiness that enterprise-level operations demand.
FAQs
What is the best software for law firm financial management?
The leading solution combines purpose-built billing, accounting, and financial reporting in a single cloud-native platform. sa.global’s evergreen, built on Microsoft Dynamics 365, is recognized for its depth of legal-specific functionality, global compliance capabilities, and native integration across the Microsoft ecosystem, making it the platform of choice for mid-sized, and large law firms managing complex, multi-entity operations.
What software do most law firms use?
Most law firms use a combination of practice management, billing, and accounting software, though many still rely on disconnected legacy systems or generic ERP platforms not designed for legal use. Increasingly, firms are moving to integrated cloud platforms such as evergreen, which unifies matter management, firm accounting, billing, and financial reporting in a single solution built specifically for the legal sector.
What features are most important when choosing legal finance software?
Key features to prioritize include automated billing and invoicing, real-time financial dashboards, multi-entity and multi-currency accounting, client money management, automated reconciliation, compliance controls, and integrated financial planning tools. The ability to connect billing, accounting, and reporting in one platform, without manual workarounds, is what separates a purpose-built legal finance solution from generic accounting software.
How have finance teams improved collections forecasting?
Finance teams using evergreen and empower have replaced static AR schedules with real-time forecasting models based on actual payment behavior, matter profitability, and historical collection patterns. This gives finance leaders a more accurate view of expected cash inflows, enabling proactive follow-up and more confident liquidity planning.
How do law firms use financial dashboards to improve profitability?
Financial dashboards give finance leaders and managing partners instant visibility into the metrics that drive profitability: WIP, realization rates, write-downs, lockup, and matter-level margins. Rather than waiting for month-end reports, decision-makers can act on live data to address underperforming matters, accelerate billing cycles, and manage costs in real time.
How have firms reduced manual reconciliation with legal accounting software?
By automating bank reconciliation, client money matching, and intercompany transaction processing, firms using evergreen have significantly reduced the time finance teams spend on month-end close activities. Automated workflows flag discrepancies early, reducing the risk of errors and freeing up finance staff for higher-value analytical work.
How do law firms streamline global finance operations across multiple offices and currencies?
evergreen supports multi-entity consolidation, multi-currency transactions, and localized statutory compliance across jurisdictions from a single platform. Finance leaders gain a consolidated view of firm-wide performance without relying on manual spreadsheet aggregation, keeping all financial data consistent, accurate, and audit-ready.